> For the complete documentation index, see [llms.txt](https://nationgraph.gitbook.io/nationgraph/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://nationgraph.gitbook.io/nationgraph/help-center/readme/integration-overview/crm-integrations/advanced-crm-actions.md).

# Advanced CRM Actions

Click this link to watch [video](https://screen.studio/share/MgMSgOzv)

{% embed url="<https://screen.studio/share/MgMSgOzv>" %}
Advanced CRM actions walkthrough
{% endembed %}

### What you can do

Use advanced CRM actions when you need tighter control over what gets pushed, how it is tracked, and what gets exported.

You can:

* push automation output as **Tasks** and **Notes**
* review CRM push history
* export CRM-mapped institutions for audit or handoff

### Review CRM push history

Open CRM push history when you need to confirm what synced and what still needs review.

You can review history from:

* the automation run
* **Settings → Integrations** for a broader view

Use this to verify timing, follow-up, and push status.

### Export CRM-mapped institutions

Export CRM-mapped institutions when you want to review mapped records outside NationGraph.

This is useful when:

* an ops team needs a clean export
* you want to compare mapped versus unmapped institutions
* you need to validate the result before the next sync

### Common workflow

{% stepper %}
{% step %}

#### Open the automation or mapped account set

Start from the run or mapping set you want to work with.
{% endstep %}

{% step %}

#### Push the right action

Choose whether the result should land as a **Task**, **Note**, or mapped field update.
{% endstep %}

{% step %}

#### Check push history

Confirm the push completed and review any rows that need follow-up.
{% endstep %}

{% step %}

#### Export mapped institutions

Export the mapped result set when you need review, reporting, or a handoff.
{% endstep %}
{% endstepper %}

### Related pages

* [CRM Integrations](/nationgraph/help-center/readme/integration-overview/crm-integrations.md)
* [Sync automation results to your CRM](/nationgraph/help-center/readme/automations-overview/sync-automation-results-to-your-crm.md)
* [Map accounts from CSV or CRM](/nationgraph/help-center/readme/workspaces/map-accounts-from-csv-or-crm.md)


---

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